Private Wealth Advisor — Client Strategy & Growth

Texas-Capital-Bank; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K match

Paid time off

Job summary

Texas Capital Bank is seeking an Investment Client Services Associate to support Advisors in delivering tailored financial strategies and quality service. You will help manage client accounts, assist with trades and position monitoring, and develop presentation materials for business opportunities.

The role requires strong MS Office skills, experience in banking or wealth management, and the ability to work with high-level clients. Office-based role in Dallas with cross-functional collaboration.

Qualifications

• Minimum 5 years in Banking/Financial Institutions, preferably in an Investment Client Service Associate or Relationship Associate role.
• Advanced ability to interface with high-level management and clients.
• Advanced onboarding and account management skills.
• Technical proficiency in MS Office for reporting, data analytics, and presentations.

Responsibilities

• Maintain and enhance client relationships by assisting Advisors to provide clients with quality service.
• Assist Advisors in the development and delivery of financial and investment strategies to address clients' goals.
• Develop presentation materials and proposals to attract new business opportunities.
• Collaborates with the Advisor to develop an overall business plan and marketing strategy.
• Assist with platform support and system updates (Salesforce, Pershing) and logging activity.

Skills

Client service

Phone handling

MS Office

Attention to detail

Data analytics

Education

Bachelor's Degree preferred

Series 65 preferred

Tools

Salesforce

Pershing

Job description

Texas Capital Bank is seeking an Investment Client Services Associate to support Advisors in delivering tailored financial strategies and quality service. You will help manage client accounts, assist with trades and position monitoring, and develop presentation materials for business opportunities.

The role requires strong MS Office skills, experience in banking or wealth management, and the ability to work with high-level clients. Office-based role in Dallas with cross-functional collaboration.